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Ivana Delevska: Fourth U.S. chipmaker reaches $1 trillion valuation milestone

Ivana Delevska: Fourth U.S. chipmaker reaches $1 trillion valuation milestone
Fourth U.S. chipmaker hits $1 trillion

Ivana Delevska, founder and CIO at SPEAR Invest, highlights that as of April 2017, robinhood:0x86923f96303d656e4aa86d9d42d1e57ad2023fdc was valued at $14 billion.

On Monday, the company surpassed a $1 trillion valuation, making it the fourth U.S. chipmaker to reach this threshold, alongside Nvidia, Broadcom, and Micron. Delevska also references the significant growth of these companies since April 2017.

Delevska has previously analyzed the economics of AI models at major chipmakers, noting AVGO's focus on closed systems in recent commentary. She also addressed challenges to Nvidia’s market share from new AI model approaches in a separate analysis. Both reports highlighted shifting strategies among leading U.S. chipmakers.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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